Retirement
Peace of mind comes from having a retirement plan in place. Whether you’re preparing for retirement or already enjoying retirement, we offer solutions designed to help support your long-term financial goals.
If the volatile nature of high-risk investments has you worried about your financial future, consider the stability of a fixed annuity.
What is an annuity?
An annuity is a financial product designed to help provide long-term retirement security. In exchange for your investment, an annuity can offer guaranteed growth and future income options.
Fixed Annuities May Be a Good Fit For:
- Individuals nearing retirement
- Retirees seeking predictable income
- Conservative investors
- People concerned about market volatility
- Those looking to protect retirement savings
Benefits of Fixed Annuities
- Competitive interest rates
- Guaranteed growth potential
- Protection from stock market volatility
- Tax-deferred growth opportunities
- Flexible income options for retirement
Single or Flexible Payments
We are able to offer you either single payment and flexible payment annuities. Single payment annuities are purchased with a lump sum whereas flexible payment annuities allow you to choose the payment amount and frequency.
Interest Rates
We offer annuity options with either guaranteed interest rates or current interest rates based on market conditions.
With current rate options, your rate may change over time, but your annuity will never earn less than the guaranteed minimum rate outlined in your contract.
Create a More Predictable Retirement Income
When the time is right, you can convert your annuity to a stable income.
Once your payouts begin, they are guaranteed to never change. They will continue according to the settlement option chosen when initiated.
Ready to Explore Your Retirement Options?
Our goal is to help you feel more confident and secure about your financial future.
4227 South Meridian STE C237
Puyallup, WA 98373
(Google Map)
Yvette Montgomery: 253-802-8828
Alexis Edwards: 253-444-2971